You must have the application permission Manage Administration Security to assign an application-wide role to a user. You require the case permission Role Assignment to assign a case-specific role. By default, Discovery System Admin users have the first permission, whereas Case Administrator users in a case have the second. If you have yet to open any cases, you must do so before you can assign roles to the users in those cases.
To assign a role to a user
Do one of the following:
If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.
If you want to notify the selected user that he or she can now perform a ClickOnce installation of the Discovery Accelerator client, click Send Email Invite. Discovery Accelerator creates a new message that is ready to send to the user. Note that this facility is unavailable in Discovery Accelerator clients that you install with the MSI installer package.